Seasonal, Lead Virtual Tax Professional
Our CompanyWe care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block!What you'll do...The Seasonal, Lead Virtual Tax Professional leads a remote team of Virtual Tax Professionals dedicated to delivering Second Look reviews, resolving complex tax issues, and driving exceptional client outcomes. This role emphasizes virtual leadership, tax expertise, quality assurance, and team performance coaching.Day to day, you'll...
- Recruit, interview, and hire seasonal Virtual Tax Professionals
- Deliver training on tax policies, Second Look methodology, transcript analysis, virtual platforms, and workflow systems
- Create, manage, and adjust team schedules
- Monitor attendance and compliance
- Review metrics and provide coaching
- Foster a collaborative virtual work environment
- Provide technical and tax support to team members
- Guide associates in interpreting IRS transcripts and identifying opportunities
- Ensure IRS and H&R Block compliance standards
- Support client escalations and virtual service delivery
- Supervisory experience preferred
- Strong communication skills
- Ability to lead remote teams
- Tax preparation expertise with 3+ years experience
- Experience serving clients virtually
- Flexibility for seasonal hours
- Internet speed of at least 15 Mbps
- Circular 230 credentials
- Experience leading remote teams.
- Bachelor's degree in relevant field